Investment Executive Special Alert

Monday May 17, 2021
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Brokerage Report Card
BRC firms and advisors roar back
Despite a tumultuous 2020, most firms received positive ratings from their advisors in this year’s Report Card
May 17, 2021

Research and Markets
Brokerage advisors sound off
Respondents to the 2021 Brokerage Report Card had plenty to say about their firms’ performance over the past year
May 17, 2021

Brokerage Report Card
Brokerage Report Card 2021 main chart
How investment advisors rated their firms
May 17, 2021

Brokerage Report Card
Book sizes increase despite turbulent year
While AUM was up, overall productivity has declined from 2020
May 17, 2021

Brokerage Report Card
Advisors diving into discretionary management
More advisors are reporting discretionary assets under management, and firms are investing in discretionary platforms
May 17, 2021

Brokerage Report Card
Sweatpants and Zoom
How advisors and firms have adapted to working from home
May 17, 2021

Brokerage Report Card
Are brokerage leaders listening?
May 17, 2021

Brokerage Report Card
Succession planning remains on backburner for advisors
May 17, 2021

Brokerage Report Card
Client onboarding during a pandemic
May 17, 2021

Report Cards
Brokerage Report Card 2021
Most firms in this year’s Brokerage Report Card emerged from the market plunge of March 2020 in a position of strength. Advisors reported their books of business grew.
17 May 2021

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